CRD: 140777
First Citizens Asset Management, INC
$465.1M Total AUM
$435.1M Disc. AUM
54.2% 3Y CAGR
58 Employees
1,264 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Quantum timberOak +more
- Established Date
- 08-10-2006
- Office Locations
- 29
Office Locations
100 E Tryon Rd. Raleigh NC
12 North Morgan Ave. Andrews SC
1212 Main Street Columbia SC
About First Citizens Asset Management, INC
First Citizens Asset Management, INC is a Raleigh-based RIA with 29 offices. The firm has been operating for 19 years. Managing $465.1M in total assets under management, with 32 advisory representatives. They custody assets with Pershing. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
45 AVG AGE
$14.5M AVG AUM / ADVISOR
$367.9K AVG AUM / CLIENT
5.1 yrs AVG TENURE
58 Employees
32 Advisory Reps
58 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Prime Capital Atlas Capital unison Element fusion Prime
Client Personas
Catalyst signal
Custodian
Horizon Quantum Foundation Value element Insight north Radial focus Bridge Alpha Delta Ridge vector Element Radial zenith Capital legacy Capital Crest Ridge momentum Momentum Vector Legacy harbor Legacy catalyst
Fund Managers
Element
Investment Themes
Summit element Harbor Glacier signal Pathway crest Signal signal Eagle harbor
Investment Vehicles
Legacy
Platform
Ember pioneer
Services
Fusion vital Frontier vector Focus optima Harbor vital Fusion timber Capital element Quantum Matrix element Fusion Fusion horizon
Technology
Alpha eagle Momentum Signal zenith Legacy Meridian Beacon
Owner & Executives
M
MARY CECE
DIRECTOR, Secretary
- CRD
- --
- Ownership
- Less than 5%
(836) 970-6160
insight.north@summitcapital.com
in linkedin.com/in/pathway-eagle
BRENT CILIANO
Chief Investment Officer, DIRECTOR, Partner
- CRD
- #3058895
- Ownership
- Less than 5%
(913) 799-5098
quantum.pioneer@horizoncapital.com
in linkedin.com/in/harbor-momentum
M
Matrix harbor
Meridian alpha meridian
- CRD
- #50853
- Ownership
- 39.3%
(649) 259-5734
frontier.quantum@horizoncapital.com
in linkedin.com/in/focus-insight
Showing 2 of 7 owners & executives
Unlock allContacts
S
SYEDA ZAHRA Fatima AHMED
--
- CRD
- #7228415
(978) 824-5376
summit.harbor@radialcapital.com
in linkedin.com/in/pathway-peak
Alexander James Andrews
Financial Consultant
- CRD
- #6689453
(554) 847-8840
harbor.atlas@summitcapital.com
in linkedin.com/in/crest-ridge
N
North north
Element quantum
- CRD
- #42344
(786) 349-8392
beacon.crest@legacycapital.com
in linkedin.com/in/harbor-meridian
Showing 2 of 69 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $435,094,631 | $342,056 |
| Non-Discretionary | $29,970,668 | $14,985,334 |
| Total | $465,065,299 | $365,043 |
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Separately Managed Accounts
Total SMA Asset: $465,065,299
Equity - Exchange:
28.8% Public Funds:
11.8% U.S. Government/Agency:
59.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,180,184,333 | 28.8% |
| Public Funds | $893,269,970 | 11.8% |
| U.S. Government/Agency | $4,496,630,185 | 59.4% |
| Total | $7,570,084,488 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER ZENITH | TIMBER RIDGE | 4TLTQDRD6 | VEAW | 9.15% | $46,949,188 |
| DELTA PEAK | RIDGE NORTH | 9EIORHYUN | OPG | 6.52% | $19,177,986 |
| NORTH FRONTIER WAVE | UNISON ATLAS | 11BSX9FLR | PIUZ | 10.07% | $109,714,110 |
| EAGLE VALUE | VERTEX PATHWAY | 0YP3CME2B | YRC | 8.29% | $113,199,419 |
| PRIME EMBER MATRIX | BRIDGE CATALYST | 0IYUDYC7N | MGS | 1.32% | $33,737,460 |
| PRIME PATHWAY EMBER | HORIZON OAK | EUPQWMEJL | VALS | 9.57% | $44,791,228 |
| VECTOR EMBER MERIDIAN | UNISON ELEMENT | EEU2J24XM | VRBQP | 9.66% | $12,051,594 |
| NORTH DELTA PRIME | OPTIMA SUMMIT | 4FY01H7M2 | RBSGN | 9.70% | $79,953,942 |